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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,094 | $124,336-6.6% | $111,303+4.3% | $167,518-30.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.92% | 37.45%-25.5pp | 54.66%-42.7pp | 478.71%-466.8pp |
| Employer contribution / active EE | $2,947 | $3,436-14.3% | $2,731+7.9% | $4,838-39.1% |
| Participant deferral / active EE | $4,532 | $5,181-12.5% | $4,487+1.0% | $6,342-28.5% |
| Admin fee / account holder | $3,574 | $10,623-66.4% | $7,966-55.1% | $12,312-71.0% |